Skip Navigation

Contact Us

Patrick Cooke
Jeff Katzin
Sandra Kozlovic
Kassandra MacIntyre

Address
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
Map

A Strong Financial Team Delivering Sound Wealth Management.

Wealth management can be a confusing and chaotic process resulting in poor financial performance. The process can be time consuming, emotionally draining and stressful, particularly during volatile economic conditions. The combined expertise of our team puts you on track, helping you stay the course.

We have combined complementary skills allowing us to forge a group with wide-ranging expertise, efficiency, and interpersonal skills. Having managed Wealth for over 45 years combined has provided us the experience to take clients through thick and thin.

Our team manages one of the largest asset bases at BMO Nesbitt Burns. These assets are spread amongst a limited number of families. For our clients, this means, not only do we have the expertise, but we also have the time to spend on them - as they deserve.

We invite you into our website to learn more about the team, our unique client-centric approach, our investing philosophy and to hear what our clients are saying about us.